Your office workflows, three times faster
Your office workflows, three times faster

Turn repetitive manual tasks into automatic Workflows that create documents and send emails for you.

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Create and organize your documents automatically
Create and organize your documents automatically

Use professional Document Management techniques to build a database with important information for your business.

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Streamline collaboration with customers and suppliers
Streamline collaboration with customers and suppliers

Exchange files, information and comments through download links, web forms, corporate portal or mobile Apps.

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Turn repetitive manual tasks into automated workflows
that perform three times faster

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Control the workflow at a glance

Control the workflow at a glance

The Docuo user interface is designed to provide you with visual control of your business processes. Each workflow shows intuitively which documents are in which step of the process using a color code by status. Detecting bottlenecks and controlling labor demand has never been easier.

Send emails and SMS messages automatically

Send emails and SMS messages automatically

Create emails and notifications automatically using templates and have Docuo send them for you, to people on your team or to your clients, when a workflow transition is executed or when a document has been in the same state for several days.

eSignature: No need to wait for clients to print, sign, and scan documents back anymore.

eSignature: No need to wait for clients to print, sign, and scan documents back anymore.

Send contracts and agreements to your clients for their review and signature through personalized links that they can use from their mobile devices with full legal validity, thanks to the European eIDAS regulation.

Collect data easily using web forms

Collect data easily using web forms

Quickly create a custom web form to collect the fields you need so you can continue the automated workflow process including processes such as creating new offers, tickets, requests, or even firing off another workflow.

Document Management & Workflow Software

Discuss your needs with our team and we will answer all your questions.

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Advanced Document Management Techniques
Made Easy by Docuo

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Save time by automatically generating documents from Word 365 templates

Save time by automatically generating documents from Word 365 templates

Create your documents automatically from Microsoft 365® templates and fill in your specific data using the data fields (metadata) for each document category. Organize your company’s templates within Docuo.

Find files quickly and effortlessly

Find files quickly and effortlessly

Our advanced search functionality allows you to find what you are looking for quickly. Don’t remember the file name? No problem, simply type in characteristics about the document and our system will pull it up using advanced metadata search capabilities.

Organize your documents automatically

Organize your documents automatically

Organize files not only in folders, but by tags and characteristics. Locate your documents by where they reside or by various categories.

Document Management & Workflow Software

Discuss your needs with our team and we will answer all your questions.

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Share files with your clients
through a corporate web portal

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Create user accounts for your team, your clients and your collaborators

Create user accounts for your team, your clients and your collaborators

Configure groups, security protocols and permissions for users. Get a detailed log of accesses, downloads and other actions.

Customize the web portal with your corporate image

Customize the web portal with your corporate image

Configure Docuo with your company logo and your corporate colors. In this way, the portal will offer your users a familiar and friendly experience. Create a link from your organization’s website to facilitate access.

Use direct download links

Use direct download links

Send a link to clients and allow them to download any file. Docuo download links are safe and ready for professional use; set expiration date, password, “one time use” and much more.

Document Management & Workflow Software

Discuss your needs with our team and we will answer all your questions.

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